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Learn MoreProcess automation is nothing new. Business leaders have sought out opportunities to achieve greater operating efficiencies since the beginning of the industrial revolution. Robots are hardly new either. For years we’ve seen them transform the manufacturing floor through the automation of manual and...
Read MoreIn which state your trust “lives” — including your grantor, trustee, administration and even perhaps your beneficiary — will determine how the trust will be taxed. Residency status also helps identify what planning opportunities may be available to minimize the tax. Residency Factors Each...
Read MoreIf you have a household, or domestic, employee then you may have employment tax obligations to fulfill as an employer. While some household employees may seem obvious, others may not. To stay compliant, it’s important to first understand the definition of each and then which IRS, state and local...
Read MoreAcross industries and markets, organizations rely heavily on their Chief Information Officers (CIOs) and information technology (IT) departments to provide technology and services that support business operations. In the mid-market, CIOs and IT leaders face many of the same demands as larger...
Read MoreOn December 1, 2017, the Commodity Futures Trading Commission announced its agreement to allow CBOE Global Markets, Inc. and CME Group, Inc. to list bitcoin futures contracts on their exchanges. The futures contracts, the first to be listed on traditional U.S. regulated exchanges, are expected to...
Read MoreAs year-end approaches, many mutual fund investors understand that their investments in mutual funds may generate dividend income, both ordinary and capital gains, in November or December. However, particularly for new investors and fund managers, below is an overview that provides an understanding...
Read MorePeople give to charitable causes that are meaningful to them and that make them feel like they are somehow making a difference. Today’s donors are savvy and often conduct due diligence, researching the credentials and spending habits of charitable organizations using websites such as Give.org or...
Read MoreEnabling or improving an organization’s Master Data Management (MDM) capabilities may seem daunting, but it is achievable with the right plan in place. The roadmap to MDM success can be implemented for a single data pillar — whether product, customer, vendor, finance or employee-related data —...
Read MorePrivate equity fund advisers earn income in different ways, including via management fees and profits interests. Strategic planning techniques — such as opting to waive the management fee — can help an adviser potentially defer income or take advantage of more preferential income tax rates. The key...
Read MoreOn October 5, 2016, the IRS issued final, temporary and proposed regulations on partnership disguised sales and allocation of liabilities. Under these regulations (and consistent with the prior regulations), when a partner contributes property to a partnership and receives a distribution within two...
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